Employee Benefits Account Manager

Alera Group is looking for a Employee Benefits Insurance Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Responsibilities

• Take full ownership of assigned clients and manage service plans to drive retention and growth.
• Manage an independent book of fully insured and/or self-funded accounts.
• Build strong client relationships by promptly resolving service challenges, claims, and carrier issues.
• Lead structured client meetings to ask key questions, set expectations, and provide strategic recommendations.
• Maintain accurate client records and document all correspondence within the agency management system.
• Partner directly with the Employee Benefits Team to research and resolve complex eligibility or claim issues.
• Oversee both medical and ancillary benefit renewals to ensure seamless execution.
• Coordinate open enrollments and manage daily benefit administration for assigned clients.
• Execute the new account hand-off process and identify opportunities to improve workflows and technology

• Bachelor’s degree with 3+ years of licensed Employee Benefits account management experience.
• Proficiency in Microsoft Office (Word, Excel) and ability to quickly learn and utilize computer programs.
• Strong knowledge of medical and ancillary insurance products, markets, and applications.
• Excellent written, verbal, and interpersonal communication skills.
• Exceptional organizational, analytical, and problem-solving abilities with attention to detail.
• Ability to multi-task, prioritize, and perform effectively in a fast-paced environment.
• Integrity, drive, ambition, and a commitment to continuous learning and professional growth.

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type

Hybrid